Managers / Q4 2022 · view latest →
Riverview Capital Advisers, LLC
CIK 0001962933 · 265 FRANKLIN STREET, SUITE 400, BOSTON, MA, 02110 · 617-423-0080
Summary
Riverview Capital Advisers, LLC reported $186M in U.S.-listed holdings across 73 positions for Q4 2022.
Its largest position, Invesco Exchange Traded Fd T, represents 7.9% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 61.3% · $114M
- ETP · 29.0% · $54M
- REIT · 5.8% · $11M
- Other · 2.1% · $4M
- ADR · 1.1% · $2M
- Other · 0.7% · $1M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | NEW | +104.2K | 104.2K | +$15M | $15M |
| AAPLAPPLE INC | NEW | +107.3K | 107.3K | +$14M | $14M |
| BRK/BBERKSHIRE HATHAWAY INC DEL | NEW | +43.2K | 43.2K | +$13M | $13M |
| SPGSIMON PPTY GROUP INC NEW | NEW | +92.0K | 92.0K | +$11M | $11M |
| VANGUARD INDEX FDS | NEW | +50.3K | 50.3K | +$10M | $10M |
| AMZNAMAZON COM INC | NEW | +105.3K | 105.3K | +$9M | $9M |
| TJXTJX COS INC NEW | NEW | +91.2K | 91.2K | +$7M | $7M |
| UPSUNITED PARCEL SERVICE INC | NEW | +40.2K | 40.2K | +$7M | $7M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | MID CAP ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT | 11.28% | $21M | 105.4K |
| 2 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 7.90% | $15M | 104.2K |
| 3 | AAPLAPPLE INChistory → | COM | 7.49% | $14M | 107.3K |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DELhistory → | CL B NEW | 7.17% | $13M | 43.2K |
| 5 | SPGSIMON PPTY GROUP INC NEWhistory → | COM | 5.80% | $11M | 92.0K |
| 6 | AMZNAMAZON COM INChistory → | COM | 4.75% | $9M | 105.3K |
| 7 | TJXTJX COS INC NEWhistory → | COM | 3.90% | $7M | 91.2K |
| 8 | UPSUNITED PARCEL SERVICE INChistory → | CL B | 3.76% | $7M | 40.2K |
| 9 | CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 3.31% | $6M | 295.6K |
| 10 | BABOEING COhistory → | COM | 3.29% | $6M | 32.2K |
| 11 | WMTWALMART INChistory → | COM | 2.87% | $5M | 37.7K |
| 12 | ISHARES TR | RUS 1000 VAL ETF · U.S. TECH ETF | 2.79% | $5M | 36.6K |
| 13 | CARRCARRIER GLOBAL CORPORATIONhistory → | COM | 2.28% | $4M | 103.0K |
| 14 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2.17% | $4M | 26.6K |
| 15 | KOCOCA COLA COhistory → | COM | 2.10% | $4M | 61.6K |
| 16 | PSXPHILLIPS 66history → | COM | 1.65% | $3M | 29.5K |
| 17 | MSFTMICROSOFT CORPhistory → | COM | 1.57% | $3M | 12.2K |
| 18 | KDPKEURIG DR PEPPER INChistory → | COM | 1.35% | $3M | 70.7K |
| 19 | VVISA INChistory → | COM CL A | 1.19% | $2M | 10.6K |
| 20 | LAC1EURLITHIUM AMERS CORP NEWhistory → | COM NEW | 1.12% | $2M | 110.3K |
| 21 | DYHTARGET CORPhistory → | COM | 1.08% | $2M | 13.5K |
| 22 | LABORATORY CORP AMER HLDGS | COM NEW | 1.01% | $2M | 8.0K |
| 23 | GOOGLALPHABET INC | CAP STK CL A | 0.98% | $2M | 20.7K |
| 24 | MRNAMODERNA INC | COM | 0.96% | $2M | 10.0K |
| 25 | ENBENBRIDGE INC | COM | 0.83% | $2M | 39.3K |
| 26 | AFLAFLAC INC | COM | 0.76% | $1M | 19.7K |
| 27 | MUMICRON TECHNOLOGY INC | COM | 0.75% | $1M | 28.0K |
| 28 | VANGUARD WORLD FDS | INDUSTRIAL ETF | 0.73% | $1M | 7.5K |
| 29 | PARAMOUNT GLOBAL | CLASS B COM | 0.72% | $1M | 79.9K |
| 30 | RTXRAYTHEON TECHNOLOGIES CORP | COM | 0.72% | $1M | 13.2K |
| 31 | PFEPFIZER INC | COM | 0.71% | $1M | 25.8K |
| 32 | DGXQUEST DIAGNOSTICS INC | COM | 0.69% | $1M | 8.2K |
| 33 | WEPMAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 0.68% | $1M | 25.3K |
| 34 | 1939900DBROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 0.66% | $1M | 31.8K |
| 35 | JNJJOHNSON & JOHNSON | COM | 0.66% | $1M | 6.9K |
| 36 | MEDTRONIC PLC | SHS | 0.62% | $1M | 14.9K |
| 37 | BPBP PLC | SPONSORED ADR | 0.60% | $1M | 31.9K |
| 38 | HONGBPHONEYWELL INTL INC | COM | 0.59% | $1M | 5.1K |
| 39 | SYKSTRYKER CORPORATION | COM | 0.58% | $1M | 4.4K |
| 40 | XPOXPO INC | COM | 0.57% | $1M | 32.0K |
| 41 | BNBROOKFIELD CORP | CL A LTD VT SH | 0.53% | $993,356 | 31.6K |
| 42 | HDHOME DEPOT INC | COM | 0.51% | $958,735 | 3.0K |
| 43 | NORWEGIAN CRUISE LINE HLDG L | SHS | 0.48% | $889,909 | 72.7K |
| 44 | AZNNASTRAZENECA PLC | SPONSORED ADR | 0.47% | $875,976 | 12.9K |
| 45 | CRMSALESFORCE INC | COM | 0.42% | $778,038 | 5.9K |
| 46 | TSLATESLA INC | COM | 0.40% | $736,863 | 6.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $300M | 86 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $330M | 91 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $346M | 98 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $349M | 97 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $318M | 88 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $331M | 91 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $325M | 83 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $297M | 83 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $290M | 80 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $261M | 79 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $226M | 79 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $228M | 78 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $232M | 80 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $186M | 73 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.